Proactive CFO Advisory & Tax Planning

From Insight to Stewardship

Daleyn Accountancy provides CFO advisory and advanced, proactive tax planning for business owners navigating increasing financial complexity. We help you move from reaction to intention and from short-term problem-solving to long-term stewardship.

CFO-Level Guidance
Proactive Tax Planning
Long-Term Wealth Building
Our CFO Framework

Financial Leadership, Tax Planning & Decision Governance

Three distinct levels of CFO responsibility, each reflecting a different degree of oversight and risk transfer.

CFO Insight

Focused on clarity and orientation. We help you understand historical performance, identify emerging risks, and gain perspective without ongoing operational oversight.

CFO Governance

Focused on oversight and forward-looking planning. We guide decisions before they are finalized establishing financial guardrails and supporting leadership as complexity increases.

CFO Stewardship

Focused on execution, coordination, and defense. We assume responsibility for implementing approved plans and protecting outcomes where the cost of error is material.

Proactive Tax Planning

We plan before decisions are made not after returns are filed aligning tax considerations with business strategy, compensation, cash flow, and ownership goals.

Decision Governance

We help clients anticipate decisions before capital is committed, structuring financial choices in ways that protect and compound value over time.

Long-Term Wealth Building

Our objective is durable wealth creation, resilience through change, and thoughtful preparation for future transitions, exits, or generational transfer.

CFO advisory and strategic financial planning
CFO
Advisory & Stewardship
About Daleyn Accountancy

Not a Traditional Accounting Firm

We work with owners and leadership teams who have outgrown reactive accounting and compliance-only advice and who understand that the quality of financial decisions directly shapes long-term wealth, optionality, and peace of mind.

We do not sell hours, transactions, or generic advice. We step into clearly defined CFO roles that scale with the responsibility our clients need us to assume.

Financial decisions should be governed, not improvised
Planning should happen before outcomes are locked in
Responsibility and pricing should be aligned
Long-term wealth through disciplined, repeatable decisions

Who We Work With

We are selective by design. Not every business needs CFO-level governance and when it is the right fit, the impact is meaningful.

Owner-led and founder-led businesses

Principals managing growing financial complexity

Owners preparing for expansion, restructuring, or exit

Clients who value structure, discretion, and long-term thinking

Daleyn Accountancy Team

Our Mission, Vision & Values

The foundation of how we serve, lead, and create meaningful financial impact.

Mission

Daleyn Accountancy exists to bring clarity, structure, and long-term financial confidence to business owners navigating complexity—so they can make informed decisions, build enduring firms, and protect what they’re creating.

Vision

Daleyn Accountancy becomes a long-term financial partner to a select group of firms, recognized for disciplined strategy, thoughtful guidance, and the ability to bring calm and structure to high-stakes financial decisions.

Our Values

At Daleyn Accountancy, we believe financial work should bring calm, not confusion. We value clarity over speed, structure over reaction, and long-term thinking over short-term wins. We approach our work with discipline and discretion, recognizing the trust placed in us when clients share the inner workings of their businesses. Our role is to provide steady, thoughtful guidance—so clients can make informed decisions and build firms that endure.

Testimonials

What Our Clients Say About Us

Don't just take our word for it hear from some of our satisfied clients.

Testimonials Background

"This CPA had integrity in her work. Very Professional and listens to all the concerns I had concerning my Quickbooks. Gave me tips to enhance my workability with my accounts."

R
Regina S
Verified Client

"I've been working with Nordia for quite some time, and she's great. Super attentive to my needs and always willing to go the extra mile. Highly recommend!"

C
Clarissa H
Verified Client

"I'd been many years behind on filing my personal and business taxes. I can't say enough incredible things about the service, the level of professionalism, the promptness, proactiveness she displayed."

J
Jannie D
Verified Client

"Nordia is an absolute dream to work with! She helped me figure out my tax situation in just a couple of days and was incredibly pleasant and patient with me. I could not recommend her more!"

G
Gina S
Verified Client
FAQ

Frequently Asked Questions

Understanding our CFO advisory approach and how we work with clients.

Get Started

Ready for CFO-Level Financial Leadership?

Schedule a CFO Transition & Assessment to review your financial position, surface risks and planning opportunities, and determine the right level of engagement for your business.

Contact Information

Office
Serving clients nationwide

We respond to all inquiries within 24 business hours.